Posts by MeritMarketing
Episode 5: Estate Planning 101 – Do I Need A Trust?
Welcome back to Estate Planning 101! In this segment, Wealth Manager Kelly Gallimore delves into a crucial aspect of estate planning: trusts. Many individuals are familiar with the term “trust” but may not fully understand its significance or whether it’s necessary for their estate planning needs. Kelly provides valuable insights into the world of trusts,…
Read MoreSuper Charge Your Tax Planning with These Tips
By Steven A. Henderson, CPA, PFS, CFP®, CKA®; Regional Director and Partner at Merit Financial Advisors Taxes are a fact of life, and a generous source of revenue for the United States government, but the stress of completing them can take a toll on our mental health. According to a recent survey from U.S. News,…
Read MoreMerit Financial Advisors Announces Strategic National Collaboration with The Pioneers Volunteer Network
Financial wellness-based resources, tools, videos, and events will be offered free of charge to 465,000 telecom volunteers. ATLANTA – [March 6, 2024] – Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today a strategic…
Read MoreElevating Your Financial Journey: Merit Financial Advisor’s Mission for 2024
Check out the video below for an exciting glimpse into Merit Financial Advisors’ mission for 2024, where Kay Lynn Mayhue, President, and Rick Kent, CEO and Founder, share Merit’s commitment to enriching the lives of our clients. Here are the key takeaways: Merit Financial Advisors’ mission for 2024 is not just a promise but a…
Read MoreFebruary 2024 Market Update
In this February Market Update, Brian Andrew, CFA®, Chief Investment Officer, reviews this month’s market trends and the implications for the upcoming month. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media to be…
Read MoreEpisode 4: Estate Planning 101 – Types of Assets and How They Transfer.
In part four of Estate Planning 101, Wealth Manager Kelly Gallimore provides an insightful analysis of the various asset categories that are essential to the estate planning process. She explores the details of each asset and explains how they move from one person to another, taking a close look at the complex processes involved. Watch…
Read MoreTen Tips to Make Your Business Resolutions a Reality
Written by: Rick Kent, CEO/Founder This article was published by AdvisorPerspectives.com, to learn more, click here. Let’s look back at the lessons of the past year to inspire our resolutions for the next one. It’s our time to ask ourselves, “What do we want to do? What do we want for our future?” What I love…
Read More5 Succession Planning Tips for Business Owners
Written by: Kay Lynn Mayhue | President Entrepreneurs pour their entire lives into building a successful business, devoting time, energy, and resources to establish a business in which they take great pride. Oftentimes, as entrepreneurs focus on the day-to-day, they overlook planning for the future — a future where they want to retire and move…
Read MoreWealth Management Tips for Seniors
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of Lifespan: Why We Age—And Why We Don’t Have To—even proffer that “there is no biological limit, no law that says we must die at a certain age.” That tremendously exciting…
Read MoreManaging Money as a Couple: A Male & Female Perspective
Money can be a divisive topic in relationships, but it doesn’t have to be. A recent survey from SunTrust Bank revealed that 35% of people blame finances for stress in their relationship. In general, money can be a difficult topic to discuss between friends and family, let alone couples. Dealing with financial issues in a…
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